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New Portfolio Aug 2025 - New Portfolio

Izu Albar

New Portfolio Aug 2025
Individual Investor
Ranked #416,749 out of 834,043 TipRanks' Investors
Success Rate
80%
4 out of 5
profitable transactions
Average Return
8.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.42%
6-Month Return-
12-Month Return-
YTD Return▲ 8.60%
Total Return▲ 8.60%

Best Trade

Opened at
Closed at-
Gain▲ 20.47%

Bio

Wealth report

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.01%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.68%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.42%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 2.96%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 1.42%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%▼ 0.01%
▲ 12.88%▲ 3.56%▲ 5.68%
▲ 10.96%▲ 2.38%▲ 4.42%
▼ 3.57%▲ 0.19%▼ 2.96%
▲ 1.55%▲ 1.31%▲ 1.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
20%
▲ 20.47%
1
Open
Aug 25, 2025
Microsoft
20%
▼ 3.10%
1
Open
Aug 25, 2025
Nvidia
20%
▲ 5.97%
1
Open
Aug 25, 2025
Invesco QQQ Trust
20%
▲ 9.66%
1
Open
Aug 25, 2025
SPDR S&P 500 ETF Trust
20%
▲ 8.06%
1
Open
Aug 25, 2025